DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Amanda Louise Pritchard
Feed of 09/14/2026
At current firm
0 y
since Jun 12, 2026
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Fisher Investments independent RIA currentsince Jun 12, 2026 · Tampa, Fl
- Principal Advised Services BD affiliatedFeb 21, 2024 to May 13, 2026 · Charlotte, Nc
- Principal Securities, Inc. BD affiliatedMay 17, 2023 to Nov 26, 2023 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- Principal Advised Services to Fisher Investmentsleft May 13, 2026, registered Jun 12, 2026 (30 days) · Affiliated broker-dealer or bank to independent RIA
- Principal Securities, Inc. to Principal Advised Servicesleft Nov 26, 2023, registered Feb 21, 2024 (87 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Signals
- Amanda Louise Pritchard left Principal Advised Services for Fisher Investments (registered 2026-06-12)May 13, 2026 · Advisor changed firm · fact
- Amanda Louise Pritchard left Principal Securities, Inc. for Principal Advised Services (registered 2024-02-21)Nov 26, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address